Senior Tax Associate, CPA

4 weeks ago


Dallas, Texas, United States Staff Financial Group Full time
Senior Tax Associate, CPA

At Staff Financial Group, we're seeking a detail-oriented Tax Senior Associate to join our team in Plano, TX. As a key member of our tax team, you'll collaborate with colleagues to deliver high-quality service and value to our clients.

Key Responsibilities:

  • Prepare complex tax returns, including S-Corporation, C-Corporation, partnership, multistate, and individual filings.
  • Conduct first-level reviews of tax returns prepared by junior staff, ensuring accuracy and compliance.
  • Create and review tax projections and estimated calculations for clients.
  • Perform tax research, draft technical memoranda, and prepare supporting work papers to clarify book-to-tax differences.
  • Identify and refine an area of tax specialization to build expertise.
  • Establish and maintain productive working relationships with clients and team members.
  • Identify potential tax issues during engagement planning and provide solutions.
  • Professionally liaise with the IRS and state authorities as needed, confidently handling federal and state notices.
  • Mentor junior staff and interns, providing review feedback and fostering their development.
  • Maintain clear communication with management on project progress and milestones.
  • Engage actively in training and professional development initiatives.

Qualifications:

  • Bachelor's degree required; Master's in Taxation or related field preferred.
  • 2+ years of relevant tax experience, including individual and business taxation.
  • Advanced understanding of federal and state tax laws and principles.
  • Strong written and verbal communication skills, with a commitment to client service.
  • Excellent time management, organizational, and prioritization abilities.


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